On prices, rent, and mortgage:
- Rent Control: A Proven Way to Make Housing Scarce and Expensive – AEI
- Where Are Mortgage Delinquencies Rising the Most? – New York Fed
- Where mortgage rates are headed in 2026, according to 21 experts. Among the 21 mortgage rate forecasts tracked by ResiClub, the average prediction is 6.18% for calendar year 2026. – Forbes
- Revitalizing Bank Mortgage Lending, One Step with Basel – FED
- Federal Reserve Wants To Loosen Bank Rules To Boost Mortgage Lending – Realtor.com
- The Federal Reserve Wants to Change How You Shop for a Mortgage. Proposal aims to get banks back in the market by easing requirements – Wall Street Journal
- A new mortgage crisis is quietly hitting those who can least afford it. This week, there was yet another warning that many homeowners might be headed for trouble. – Washington Post
- Washington Inflates Credit Scores and Another Housing Bubble. Why is the Trump administration continuing the Biden push for ‘inclusive’ credit scores? – Wall Street Journal
- January 2026 Rental Report: Renter Conditions Improve Across U.S. Markets, With Notable Increases in Vacancies – Realtor.com
- States Hold the Keys to Greater Mortgage Access for Manufactured Home Buyers. Updates to real estate titling laws could reduce costs and complexities for borrowers – Pew
- Mamdani Fills Out Housing Board in Push to Freeze Rent. Mayor Zohran Mamdani appointed six members to the Rent Guidelines Board, which decides whether rents can go up in nearly one million rent-stabilized apartments. – New York Times
On sales, permits, starts, and supply:
- Residential Building Worker Wages Slow in 2025 Amid Cooling Housing Activity – NAHB
- Home Sales in January Posted Biggest Monthly Decline in Nearly Four Years. Freezing temperatures and high home prices snuffed out the sales momentum from previous months – Wall Street Journal
- US existing home sales drop to more than two-year low in January – Reuters
- January 2026 Hottest Housing Markets – Realtor.com
- Congressional housing deal faces new hurdle as Trump pushes investor ban. The issue is another area in which the president’s populist ideas are clashing with GOP free-market orthodoxy. – Politico
- Yes, Housing Supply Will Help, But It’s Not Everything – Forbes
- Cost of Credit for Builders & Developers at Its Lowest Since 2022 – NAHB
- The housing market is not getting much better. And neither is inflation – FT
- Builder Sentiment Edges Lower on Affordability Concerns – NAHB
- Part 2: Current State of the Housing Market; Overview for mid-February 2026 – Calculated Risk
- Housing Starts Increased to 1.404 million Annual Rate in December – Calculated Risk
- Land Grab for Data Centers Is One More Obstacle to Much-Needed Housing. Resistance grows to more land sales in Northern Virginia; ‘They’d rather have homes than data’ – Wall Street Journal
- US homebuilder sentiment remains subdued amid affordability challenges – Reuters
- Overall Housing Starts Inch Lower in 2025 – NAHB
- US single-family housing starts rebound in January, building permits decline – Reuters
On other developments:
- A Simple Test of What People Really Think About Immigration. If you want to see whether immigration is making cities better or worse, just look at property values. – Marginal Revolution
- The decline of single-earner housebuyers in America. A tale of opportunities and costs – The Economist
- How Congress Plans to Take On the Housing Crisis. Modular housing, easier access to home loans are among proposals lawmakers are working on – Wall Street Journal
- A new bill aims to make homes affordable again. Here’s how. The House has passed the Housing for the 21st Century Act. Here’s how experts say it will make it easier (and cheaper) to buy affordable homes – Quartz
- Congress just passed a major housing bill. Will it actually lower your home price? The House passed a wide-ranging housing bill with bipartisan support, aiming to cut costs by streamlining zoning, financing, and federal programs. – Fast Company
- The ‘New Housing Crisis’ Isn’t New. What It Means If You’re Buying or Selling. – Barron’s
- A ground-floor Costco is proving what’s broken in housing. Thrive Living’s partnership with Costco is the exception that proves the rule about what’s broken in housing. – Washington Post
- How Rising Costs Affect Home Affordability – NAHB
- How Housing Affordability Conditions Vary Across States and Metro Areas – NAHB
- 64% of Single Americans Struggle to Afford Housing, Compared With 39% of Married People – Redfin
- America’s Affordability Crisis Is a Housing Shortage. We Can Fix It in Three Steps – AEI
- Three’s a Crowd. With housing costs at an all-time high, more couples are living with roommates to manage the load. – New York Times
- The affordability crisis is driving unprecedented price cuts in the housing market, Realtor.com says – Fortune
- Disney-Led Theme Park Expansions Reshape Housing Markets – Realtor.com
- Homebuyer Down Payments Shrink for First Time in 5 Months – Redfin
- More States Requiring Landlords to Disclose Flood Risk, but Laws Vary Nationwide – Harvard Joint Center for Housing Studies